Sunrun Announces Date for Fourth Quarter and Full-year 2025 Earnings Report
Rhea-AI Summary
Sunrun (Nasdaq: RUN) will release its fourth quarter and full-year 2025 earnings after market close on Thursday, February 26, 2026.
A conference call to discuss results is scheduled for 1:30 p.m. Pacific Time the same day, accessible via the Sunrun Investor Relations website or by phone. An audio replay will be available for about one month and a transcript posted the following day.
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Negative
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Key Figures
Market Reality Check
Peers on Argus
RUN gained 3.55% while key solar peers were mixed: ENPH +1.72%, ARRY +2.24%, NXT -1.62%, SEDG -0.51%, CSIQ -0.94%. Momentum scanners only flagged NXT with an 11.87% move, suggesting today’s action skewed toward stock-specific factors rather than a broad sector rotation.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 06 | Strategic partnership | Positive | -0.1% | New $500M JV to finance distributed energy assets and 300 MW capacity. |
| Nov 13 | Management recognition | Positive | -2.9% | Top rankings across seven categories in 2025 Extel executive survey. |
| Nov 06 | Board appointment | Positive | -0.8% | Appointment of experienced renewables executive Craig Cornelius to board. |
| Nov 06 | Earnings results | Positive | -0.8% | Q3 2025 revenue growth, positive net income, and strong cash generation. |
| Oct 30 | Survey findings | Neutral | -2.5% | Survey highlighting homeowner concerns about reliability and grid impact. |
Recent positive operational and partnership news has often been followed by mild share price declines, indicating a pattern of negative or muted reactions to constructive updates.
Over the past few months, Sunrun announced a $500M joint venture expected to fund over 300 MW across 40,000 home power plants, and reported strong Q3 2025 figures with $724.6M revenue and $16.6M net income on 971,805 subscribers. Management received top rankings in a 2025 Extel survey, and new board member Craig Cornelius joined key committees. Despite these largely positive developments, 24-hour price reactions ranged from about flat to notably negative, suggesting investor caution into fundamentally positive headlines.
Market Pulse Summary
This announcement sets expectations for Sunrun’s upcoming fourth quarter and full-year 2025 earnings release on February 26, 2026, with a conference call at 1:30 p.m. Pacific Time. Context from recent history includes strong Q3 2025 growth, a $500M joint venture, and multiple insider Form 4 filings related mainly to tax and equity compensation. Investors monitoring this event may focus on updated cash generation metrics, subscriber growth, capital markets activity, and any changes versus the reiterated 2025 cash generation outlook.
AI-generated analysis. Not financial advice.
Earnings Release and Conference Call Scheduled for February 26, 2026
SAN FRANCISCO, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Sunrun (Nasdaq: RUN) today announced that it will issue its fourth quarter and full-year 2025 earnings report after the market closes on Thursday, February 26, 2026.
A conference call has been scheduled to discuss these earnings results at 1:30 p.m. Pacific Time. The conference call can be accessed live via the Sunrun Investor Relations website at https://investors.sunrun.com or over the phone by dialing (877) 407-5989 (toll-free) or (201) 689-8434 (toll). An audio replay will be available following the call on the Sunrun Investor Relations website for approximately one month. A transcript of the conference call will also be posted to the Sunrun Investor Relations website the following day.
About Sunrun
Sunrun Inc. (Nasdaq: RUN) is America’s largest provider of home battery storage, solar, and home-to-grid power plants. As the pioneer of home energy systems offered through a no-upfront-cost subscription model, Sunrun empowers customers nationwide with greater energy control, security, and independence. Sunrun supports the grid by providing on-demand dispatchable power that helps prevent blackouts and lower energy costs. Learn more at www.sunrun.com.
Investor & Analyst Contact:
Patrick Jobin
SVP, Deputy CFO & Investor Relations Officer
investors@sunrun.com
Media Contact:
Wyatt Semanek
Director, Corporate Communications
press@sunrun.com
FAQ
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